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Section 1
Align strategic planning, mission, goals, tactics, and analytical models
Preview
Preview: B. Planning, Budgeting, and Forecasting (20%)
Preview includes- 4 of 8 lesson topics
- 1 overview segment
- 3 core concepts
- 2 exam tips
Lesson Topics
- Strategic Planning Fundamentals
- Mission and Goal Definition
- Tactical Alignment
- Analytical Modeling Integration
Overview
Strategic planning converts mission and vision into measurable long-term objectives, initiatives, resource commitments, and operating plans.
Core Concepts
- Mission explains the organization's fundamental purpose; vision describes a desired future state.
- Goals/objectives convert broad strategy into measurable outcomes; effective objectives should be specific enough to guide action and evaluation.
- Strategy is the coordinated approach for achieving long-term objectives; tactics are shorter-term actions used to execute strategy.
Exam Tips
- Identify mission/objective first, then judge the tactic against it.
- Separate external from internal factors before choosing an analytical response.
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Section 2
Analyze costs and variances against plans
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Section 3
Analyze primary financial statements and consolidated reporting
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Section 4
Apply cost concepts, behavior, and measurement systems
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Section 5
Evaluate governance, risk, compliance, and control design
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Section 6
Evaluate accounting, ERP, and performance-management systems
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Section 7
Evaluate budgeting concepts and methodologies
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Section 8
Evaluate responsibility centers, segments, and transfer pricing
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Section 9
Apply recognition, measurement, and valuation concepts
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Section 10
Use job, activity-based, life-cycle, and other costing systems
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Section 11
Evaluate system controls, security, backup, and continuity
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Section 12
Apply data governance and security controls
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Section 13
Apply forecasting techniques
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Section 14
Select and interpret performance measures
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Section 15
Distinguish major U.S. GAAP and IFRS differences
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Section 16
Allocate overhead and analyze capacity
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Section 17
Assess finance transformation and automation
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Section 18
Build annual profit plans and financial projections
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Section 19
Improve supply chains and business processes
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Section 20
Use business intelligence, mining, analytics, and visualization
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